Senior Bill Pay

At DocuPlan, we understand the complications of bill-paying responsibilities and paperwork. To ensure that our client don’t have to go through this confusing process alone, we have trained experts who can handle all the processes in an efficient way. We also take pride in assisting senior citizens and retirees with our paperwork assistance services and bill paying services. Check below to review the services we offer.

Bill Pay Services

  • Timely payment & recording of bills

  • Review of credit card statements for accuracy and legitimacy of charges

  • Verify that all expected monies have been received, recorded and deposited

  • Set-up up online bill pay upon request

General Paperwork Assistance

  • Review Medical Explanation of Benefits (EOBs) statements

  • Organize medical paperwork

  • Review, submit, and track insurance paperwork for medical services

  • Sort, prioritize and organize incoming mail (hardcopy mail and email)

  • Create office filing system

  • Resolve light technical issues (reset the password, printing issues, etc.)

  • ANewsletter Subscribe Modulessist with annual tax preparation

Additional Services

  • Get power of attorney on file so a 3rd party can speak on account holder's behalf

  • Final resolution of personal matters

  • Organize and maintain vital records

  • Notary services

Get easy to use tips on keeping your money and data safe:

Set up controls for online purchasing

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Scrub your data from online databases

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Freeze and Monitor Credit

Get alerts when someone tries to open a new credit card. Get notified when there's been a large purchase on credit cards.